Oscar: Upstart Economics, Incumbent Risks
Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
In this issue:
Oscar: Upstart Economics, Incumbent Risks
MicroStrategy's Megapremium
Chip Insourcing
More Remote
Meritocracy in China's Government Doesn't Replicate
Cap Structure Arbitrage in Airlines
Oscar: Small Company Economics, Big Company Risks
In Tuesday's edition, I mentioned the theory that any consumer lender with a high net promoter score and a fast …
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